About the Role:
We are looking for a dedicated and customer-focused individual to play a key part in providing outstanding support to our instalment clients while working closely with our brokers. Your goal will be to ensure seamless service delivery, accurate processing, and efficient handling of client requests. This is an excellent opportunity to develop your skills in a dynamic environment, while making a meaningful impact on our clients' experience.
Key Responsibilities:
• Process and manage new agreements, direct debit updates, and endorsements
• Address client inquiries, including terminations, cancellations, and refund requests
• Oversee credit management and payment arrears, including the daily dishonours process
• Perform daily bank reconciliation tasks
• Process and accurately record monthly broker payments
• Deliver exceptional customer service to clients, addressing their needs and ensuring satisfaction
Job Description
Our Ideal Candidate:
While experience in customer service, administration, or financial processing is helpful, we are primarily looking for someone with a positive attitude and a strong desire to learn. If you’re motivated, detail-oriented, and ready to take on new challenges, we’d love to hear from you!
You will bring:
• Strong administration and customer service skills
• Clear and effective communication abilities
• The ability to organize your own workload and manage time efficiently
• A keen eye for detail to ensure accuracy in all tasks
• Proficiency in Excel
Desired Skills and Experience
Why Rothbury? Our culture sets us apart. We are collaborative, supportive, and genuinely invested in your success. Here, you’ll have the opportunity to shape your career, make a meaningful impact, and enjoy the journey along the way.
A bit about us:
As New Zealand’s third-largest, majority Kiwi-owned insurance broker, we have a nationwide presence with over 500 team members who love what they do. Our values -We Care Deeply, We Build Connections, We Strive & Grow Together, and We are Bold & Confident -form the foundation of our workplace.
As a certified 'Great Place to Work,' we offer a range of benefits designed with you in mind: Wellness Days: Recharge with three extra days off each year, dedicated to your well-being. Comprehensive Insurance Coverage: Access health and life insurance, income protection, and critical illness cover. Profit Sharing: Share in the company’s success through our profit-sharing program. Travel Insurance: Travel the world with complimentary insurance coverage.
Ready to take the next step in your career? Join Rothbury as an Instalment Administrator and be part of a team that puts people first.
